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Taxlab

Taxlab

Accountants and advisers - Bathgate & Aberdeen

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Forecasting and Budgeting

Our Forecasting, budgeting and planning services make sure you are prepared for the future and empowered to cover the blind spots.

Having the right information and insight and putting setting clear objectives for your business helps mitigate risks and maximise opportunities.


The road ahead

What’s involved and our approach explained

  • We use your historical and current data from the accounting software and create a draft forecast. We utilise our industry experience and knowledge to identify trends and make assumptions based on your industry sector and the economy to forecast and prepare budgets
  • We use the latest cloud accounting software such as Futrli / Xero and Google Data Studio and prepare user-friendly reports that are easy to understand. The reports are colourful and graphical which identify performance and trends with clarity
  • We identify and report to you on how to cut costs and proactively manage cash flow issues
  • Track actuals versus budgets. This enables you to spot problems and opportunities before it’s too late
  • With forecasting and clever use of technology we create ‘what if’ scenarios such as different growth rates or staffing levels with a clear impact on costs, sales and profit growth
  • Regular reviews ensure we are on track and there are ‘no surprises’

User friendly reports which provide clarity

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Let’s work together

Get in touch with us and send some basic info about your business and we'll explain how we can add value.

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Contact

Taxlab
93A South Bridge Street
Bathgate
West Lothian
EH48 1TJ
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0845 8626009
Contact
Mo,Tu,We,Th,Fr,Sa 9:00 am – 5:30 pm

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